Performance analysis of MDPL (MONARCH DIVIDEND PLUS INDEX ETF)
Annual Return
Since Mar 7, 2024, MDPL has had an average annual return of +2.80%, underperforming the benchmark SPY, which returned +18.55% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.07% | +7.57% | +0.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.83% | -1.21% | -4.65% | +3.86% | -1.20% | -5.66% | +6.55% | -1.07% | |||||
| 2025 | +1.46% | +1.68% | +0.96% | -3.08% | -0.12% | +2.58% | -1.42% | +6.38% | -2.48% | -3.10% | +2.16% | +2.73% | +7.57% |
| 2024 | +3.74% | -5.31% | +2.56% | -2.59% | +6.83% | -0.17% | +1.17% | -2.27% | +5.57% | -8.15% | +0.33% |
Drawdown analysis of MDPL (MONARCH DIVIDEND PLUS INDEX ETF)
The maximum drawdown for the MDPL was -14.22%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
The current MDPL drawdown is -5.62%.
Since Mar 7, 2024 MDPL has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.22% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -12.38% | Jan 15, 2026 | 110 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -8.88% | Aug 22, 2025 | 63 | Nov 20, 2025 | 30 | Jan 6, 2026 | 93 |
| -6.77% | Mar 28, 2024 | 69 | Jul 9, 2024 | 14 | Jul 29, 2024 | 83 |
| -6.26% | Jul 31, 2024 | 5 | Aug 7, 2024 | 30 | Sep 19, 2024 | 35 |
| -3.33% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -2.86% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.17% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -1.10% | Sep 19, 2024 | 4 | Sep 25, 2024 | 2 | Sep 27, 2024 | 6 |
| -0.96% | Jan 9, 2026 | 2 | Jan 13, 2026 | 1 | Jan 14, 2026 | 3 |
| -0.94% | Mar 13, 2024 | 2 | Mar 15, 2024 | 3 | Mar 20, 2024 | 5 |
| -0.91% | Sep 30, 2024 | 6 | Oct 8, 2024 | 3 | Oct 11, 2024 | 9 |
| -0.87% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.45% | Oct 14, 2024 | 1 | Oct 15, 2024 | 1 | Oct 16, 2024 | 2 |
| -0.33% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |
| -0.32% | Nov 25, 2024 | 1 | Nov 26, 2024 | 2 | Nov 29, 2024 | 3 |